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Office 365 - Mail Merge

Mail Merge

keywords: mail merge, mailmerge, merge mail, mail merges, email, emails, e-mail, e-emails


  1. Choose "Mailings" from the menu bar
    Choose "Start Mail Merge"
    Mail Merge A

  2. Click "Select Recipients"
    Choose "User an Existing List..." on the dropdown selection
    Mail Merge B

  3. Click "Insert Merge Field"
    Mail Merge C

  4. Choose the right field on the dropdown
    Mail Merge D

  5. Click "Preview Results" if you want to see name and information
    Use arrow keeps to move to previous or next record
    Mail Merge E

  6. Click "Finish & Merge"
    Choose "Merge to E-mail"
    Mail Merge F

  7. Click "Send As" dropdown
    Choose "HTML Message"
    Mail Merge G

  8. Choose "To" dropdown
    Choose proper recipient
    Mail Merge H

  9. Enter subject line in Email
    Open Outlook
    Click "Mail Merge To Outlook"
    Mail Merge I

Markup in Microsoft Word

Word has its own "markup" but they call it field codes
Useful to use with Word's mail merge
Mail merge is only available in the Outlook application (NOT web/browser)

Word field codes have limited support for if/then statements and such. 
This is NOT a markup to track changes and review documents.

  • Include links on mail merge in Word
  • Note that you want to use HTML for email type
  • Choose the CORRECT email addresses, so that you can grab a spreadsheet, and use that for collecting mail merge data.

Recommendation: Put the subject line at the bottom of any mail merge email Word document, so you can easily copy it when you need it. 

Note:
Alt+F9 or Alt+Fn+F9 on Windows to activate.
and...
Option+F9 or Option+Fn+F8 on Mac to activate.

Links:
How to insert, convert, and options for Word field codes
Microsoft documentation on field codes

CCI Support Site